As your wealth builds, your finances become more complex. Retirement Wealth Planning requires preservation, protection, and careful management in order to stay on track and reach your long-term financial goals.
If you are not familiar with the most current and efficient financial strategies, it could potentially have a negative impact on your portfolio. This is why if you are in or near the retirement age it is imperative to work with a Wealth Management Advisor who can reduce your portfolio risk and help you invest in more reliable streams of retirement income to help preserve what you have worked so hard to achieve.
Wealth Planning at Ferguson Financial
The wealth advisors at Ferguson Financial start by identifying:
- If you are saving enough money
- If you have enough money coming in to maintain your lifestyle in retirement
- Your current level of risk in the market
From there we can create a plan to ensure you are on the right path with less risk.
Wealth Management Services Provided by Ferguson Financial
For more than two decades we have helped affluent families in the Minnesota area grow and preserve their wealth with the following wealth management services:
- IRA Legacy Planning
- Long-Term Care Policies
- Asset Preservation Strategies
- Estate Planning
- Tax Minimization Strategies
- Cash Management
- Retirement Income Solutions